How would you accomplish this process in Bookends?

[Jonathan]

I'm hoping to create a series of sort-of Literature Review matrices in Bookends. In short, a literature review matrix (usually via a spreadsheet) organises sources by themes (and sub themes) and authors in order to more easily compose a review: https://www.slideshare.net/mystudiouslife/lr-matrix-ple. Key point is that not all authors speak to all themes, of course. The benefit is the user can quickly focus on a single theme, outline accordingly based on the matrix row, and write.

The process then is to read --> put relevant bits of articles into the various themes of the matrix --> use the matrix to compose a first draft.

My hope is to accomplish something similar entirely in Bookends, perhaps by using a workflow of Tags, Folders, and Groups (which, I'm sad to say, I haven't much practiced with in BE).

I'm quite open to a workflow in this regard, but I don't want to go down the rabbit hole of reinventing the wheel if various processes are already in place.

What is your workflow in this regard? Thanks in advance!

[Jon]

Conceptually, at least, this sounds a lot like a subject bibliography. For example, you can use a certain keyword for each theme and enter it in the Keywords field for the corresponding references. Then generate a subject bibliography (Biblio -> Subject Bibliography), select the keywords (themes) you want output, and click OK. Bookends will generate a list of themes, and under each will be the formatted references that apply.

Jon
Sonny Software

[Jonathan]

Thanks, Jon .

Using this method, though, how would one get excerpts, notes, etc by source, as that's what's needed to write from the review matrix.

[Jon]

You can configure the format to output the source and notes for each reference, or whatever other metadata you like.

Jon
Sonny Software